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Portfolio (Quarterly) Guide ↗

Catalyst Funds Management Pty Ltd

· CIK 0001896150
13F Portfolio $591M AUM 586 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 403 New 108 Added 53 Reduced 149 Exited
Page 18 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 IMRX Immuneering Corp Healthcare 12,800.0 $67K 0.01% NEW $5.27 -25.4%
342 SES SES AI Corporation Consumer Cyclical 67,700.0 $65K 0.01% NEW $0.96 +16.4%
343 MDxHealth SA 28,046.0 $65K 0.01% NEW $2.30
344 LTRX Lantronix Inc Technology 12,100.0 $63K 0.01% NEW $5.24 +28.2%
345 GALT Galectin Therapeutics Inc Healthcare 22,500.0 $63K 0.01% NEW $2.79 -14.0%
346 DTI Drilling Tools International Corporation Energy 14,300.0 $62K 0.01% NEW $4.33 -38.1%
347 CRBU Caribou Biosciences Inc Healthcare 32,200.0 $61K 0.01% NEW $1.90 -3.2%
348 OGN Organon & Co. Healthcare 10,000.0 $60K 0.01% NEW $5.99 +123.5%
349 SND Smart Sand Inc Energy 11,600.0 $59K 0.01% NEW $5.12 +13.7%
350 SAB Biotherapeutics Inc 15,100.0 $58K 0.01% NEW $3.83
351 CABA Cabaletta Bio Inc Healthcare 21,300.0 $57K 0.01% NEW $2.69 +19.0%
352 EMPD Volcon Inc Consumer Cyclical 13,400.0 $57K 0.01% NEW $4.23 -14.7%
353 BNC CEA Industries Inc Industrials 19,400.0 $57K 0.01% NEW $2.92 -25.0%
354 NWL Newell Brands Inc Consumer Defensive 16,169.0 $55K 0.01% NEW $3.43 +22.7%
355 Palisade Bio Inc 31,400.0 $55K 0.01% NEW $1.75
356 Achieve Life Sciences Inc. 18,000.0 $53K 0.01% NEW $2.94
357 Genelux Corp 21,824.0 $53K 0.01% NEW $2.42
358 MBOT Microbot Medical Inc Healthcare 21,900.0 $53K 0.01% NEW $2.41 -24.5%
359 MGNX Macrogenics Inc Healthcare 17,700.0 $51K 0.01% NEW $2.89 +34.3%
360 CLVT Clarivate Plc Technology 19,100.0 $48K 0.01% NEW $2.53 -3.6%
Page 18 of 21  ·  403 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.1%
Industrials 14.5%
Healthcare 13.5%
Financial Services 11.2%
Basic Materials 8.9%
Energy 8.2%
Communication Services 5.8%
Consumer Cyclical 5.4%
Consumer Defensive 5.2%
Real Estate 2.5%